Margaret CPA in OH

No, I don't have the code handy but the client that used this, I believe, has it in the documents. I will look a bit later. Just starting virtual Maunday Thursday services. No foot washing this year. As I recall, no money has to change hands but will get back to you. I believe the idea is that the school determines the equivalent value that would be paid if on campus and you have to use that. You can't use a made up number.

Here is a link I found which does mention expenses for room and board for a student living at home. I believe you have to get from the school their budgeted amount for your records to use this option. I did one last year that was similar. https://www.savingforcollege.com/article/using-your-529-plan-to-pay-for-room-and-board

The forms were updated and now say 7/15. At least mine does. I did not replace the form either, it updated in the client.

I keep a single paper folder for each client and a file on my computer with subfolders for each year for each client plus a misc. folder for misc. items that carry over, sort of a permanent file. I keep the 2848's in the paper folder for handy reference and every tax year I review it as that is what I use with original documents until returning to client. It works for me.

I tried multiple times today to the Ohio area number with chronic busy signals. I began watching a webinar at 6 my time about Best E-Services, etc. About 5 minutes into the presentation, the speaker said that only the Ogden office was accepting faxes. I immediately faxed to that number and it went right through. The presenter is pushing his software product (free webinar) which does get wearisome but this just made my day. It may take a while to get entered into the CAF files but at least I can report to the client that it went through.

I received my notice yesterday but could not login for some reason. New password, etc. 404 stuff. Later, I guess. Did yours go up (she asked facetiously)?

It's $9 per month but how many months do you need it? I think it's pretty cheap for a client portal. And less expensive than the membership dues for the organizations that include it. As I am already a member of AICPA and the state society, I really didn't want more dues for more info. Actually, I set up a personal account to test some features and received an email that it is free to go Pro for a while now. Might check it out.

Hi, see my reply to this in the other thread. Yes, they can send all paperwork that way. Even photos.

Aye, there's the rub. All the documents that they can manage to have in pdf form (download 1099's, W-2's, etc.) they can just upload to the site. You would receive a notice that you have a private message. If the client does not have a scanner to save as pdf's, well, one of my clients took photographs of everything and uploaded from her phone (I guess, didn't ask) as bmp's. I had to finagle a bit to convert to pdf's but we got it done.

You highlight in the software the areas you need for signatures, dates, initials or special (which didn't work for me. The program automatically inputs the name which is the name on the account so don't use Bill for William, etc. Here is a link to several videos you would likely find helpful. No printer or toner needed! Just a computer or even a phone as there is an app. https://www.youtube.com/channel/UCOP_R1kBITnCyU4QoDqkpAA/videos

I have e-filed one, was quickly accepted, state transmitted to agency. Hope you get it figured out soon!

Well, curses! I compared the data entries with the OL-3, City of Covington, Kentucky Annual Occupational Fee & Business Fee & License Renewal Return Form) and it seems to cover everything and calculated correctly. My client has a residential rental in KY. Maybe I will call and see if acceptable. Clearly cannot be e-filed but it's annoying to have to print it out and hand complete.

Yes, the single email address is an issue with Verifyle as is the requirement (I didn't know ahead of time) to match the name of the account with the legal name. So Bill Smith with email bill.smith@whatever shows up for signature as Bill Smith not William. And neither of us can easily change the name to William. There is a really clunky way to do it but a couple of clients have not managed that. And a joint return requires two separate email addresses or the clunky change. Verifyle techs are apparently aware and working on a better solution. Not everyone has a printer to print out for physical signatures, either. It's been an adventure!

Abby, all good reminders. I think I will stick with physical signatures and Verifyle (advertised as IRS acceptable) but transmitting documents may find easier ways with some of what is mentioned here.

Wow, I am learning so much from this discussion! Yup, never too old to learn. I will go back later and try to absorb all this new info. I had no idea that texts were encrypted. Thanks O Learned Ones!

Oop, forgot to add, with the data that is on the 8879 I should think that texting would be extremely risky. I am now loving Verifyle (save the clunky part about changing signatures, separate email addresses for joint signers) and wish I had done it/known about such an inexpensive option sooner than this year.

Hmm, new skill for me. How does one print a text? I greatly discourage clients from using my cell for anything and, in fact, only those clients that are also personal friends have my cell number. And about the last thing I want to do is constantly check my phone for client info. If they can test, imo, they can email and I can save to their file easily.

Although the link above doesn't list OH, here is the link that it merely awaits governor's signature who has tweeted that he is looking forward to signing it soon. https://www.nbc4i.com/community/health/coronavirus/ohio-senate-passes-bill-to-change-election-date-state-tax-filing-deadline/

Ohio is extended.

Maybe get transcript which would show classes? Compare with course descriptions? Does the cost seem appropriate for a full time student?

Applies to recent widow and new client. Basis was exhausted as husband took early retirement.

I noticed a new form KY OL-S available for KY. I appears to be similar to the Generic City Returns for OH but not sure. I couldn't find it on the KY DOR website forms but it does appear to ask all the information that was/is on the OL-3. Is it okay to use? It would be great!

For dependents children the standard deduction is the greater of $1100 or the amount of earned income plus $350 (not to exceed $12,200). Looks correct to me. As that is the standard deduction, it's deducted, not taxed.

I'm thinking they have gone home, too. I called about 10 days ago and was really helped by PPS then the Lien unit and got the POA in the pipeline. When I call again a couple of days later to check the status, got the no live service message. Since my client needs a specific payoff amount and payoff letter, I/we can only hope it will come faxed to me or mailed to client by closing date. Then again, I'm not sure the closing can take place now. If you have the option, I think pull transcripts. Even if my POA has gone to CAF unit by now (takes a few days after faxing to agent), I don't think a payoff amount or letter would be available in e-services.

Judy, that is so very much to handle - thankfully you know that we are here for each other in ways we couldn't have imagined years ago. We all share similar burdens with our profession especially at this season then all those personal issues that remind us we are human. Possi, please let your relatives know that there is this other 'family' out here holding them close. Thanks to all for responding. I was worried about this family and it seems with reason. On a small positive note: my almost 18 year old cat (Tribble, the black and white one in my avatar) had her feeding tube removed 10 days ago and is gaining weight and has much more energy. I wasn't ready to lose her having lost Noogie (Cattanooga, the black one in my avatar) just a couple of months ago.